Company: United Capital
Category: Disruptors – Industry
Initiative: FinLife Partners
Advisor demand for United Capital’s investment tools and client resources prompted the company to launch a digital platform, FinLife Partners, in April 2016. Targeting a range of RIAs, from those managing $250 million to $750 million to national-scale firms with more than $1 billion in assets under management, FinLife Partners combines proprietary client experience tools, technology workflows and advisor coaching.
The platform incorporates United Capital’s “financial life management” approach to advising clients. Among the platform’s features is a personalized FinLife Initiation Plan (FLIP), which provides staffing assessments, workflow modification recommendations and revenue projections, all of which can be measured and tracked through Salesforce. Through use of this platform, advisors may find additional sales opportunities and outside assets, potentially enhancing the both clients’ financial plans and advisor revenues.
United Capital has received positive feedback on the platform, which is being beta tested by two user groups. It was previously tested by United Capital’s 120 advisors, and $16.9 billion in client assets.
About the Company
United Capital is the largest Financial Life Management Company and a Registered Investment Adviser (RIA) with over 80 offices nationwide. The company offers a breakthrough approach that goes beyond conventional financial planning and investment management. Financial Life Management has been designed to help people clearly articulate the life they want, ensure they have the resources to live it and prepare for the unexpected surprises along the way. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, truly individualized plans and portfolios – to prioritize the choices people need to live better today an prepare for a better tomorrow.
For more information, please visit www.joinuc.com
CEO, United Capital Financial Advisers, LLC